Filed January 6, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,680 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,542 | $52,953+65.3% | $172,739-49.3% | $65,185+34.3% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+29.0pp |
| Annual return | 21.98% | 30.12%-8.1pp | 802.84%-780.9pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,295 | $2,190+4.8% | $5,143-55.4% | $2,177+5.4% |
| Participant deferral / active EE | $5,049 | $2,471+104.4% | $5,198-2.9% | $3,514+43.7% |
| Admin fee / account holder | $31 | $472-93.4% | $13,954-99.8% | $847-96.3% |